IWS

Insight Wealth Strategies Portfolio holdings

AUM $849M
1-Year Est. Return 15.85%
This Quarter Est. Return
1 Year Est. Return
+15.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$681M
AUM Growth
+$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$12.7M
3
+$8.29M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$6.32M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$6.22M

Top Sells

1
+$21.3M
2
+$18.9M
3
+$8.53M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$6.51M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.4M

Sector Composition

1 Technology 11.11%
2 Energy 5.62%
3 Financials 4.24%
4 Industrials 3.75%
5 Consumer Staples 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.24M 0.48%
+69,265
52
$3.12M 0.46%
61,660
+3,272
53
$3.06M 0.45%
6,179
+756
54
$3.03M 0.44%
17,103
-902
55
$2.86M 0.42%
17,924
-1,467
56
$2.71M 0.4%
26,754
+21,322
57
$2.41M 0.35%
27,571
+97
58
$2.41M 0.35%
12,032
-2,008
59
$2.4M 0.35%
46,903
-2
60
$2.34M 0.34%
93,594
-4,381
61
$2.32M 0.34%
25,062
-1,396
62
$2.31M 0.34%
10,846
-1,397
63
$2.31M 0.34%
42,805
-8,470
64
$2.3M 0.34%
6,892
-988
65
$2.29M 0.34%
21,852
-2,905
66
$2.24M 0.33%
4,288
+468
67
$2.24M 0.33%
+41,765
68
$2.24M 0.33%
30,165
+1,322
69
$2.22M 0.33%
+16,595
70
$2.2M 0.32%
8,785
-1,002
71
$2.19M 0.32%
123,667
+3,283
72
$2.19M 0.32%
31,005
+7,524
73
$2.18M 0.32%
94,877
-5,614
74
$2.18M 0.32%
5,311
+204
75
$2.18M 0.32%
43,659
-1,167
1 2
3
4 5